Edmunds Community Forum

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  1. Allow additional reports to export to Excel

    Allow additional reports to export to Excel such as the condensed version of "Purchase Order Status by Budget Account". Currently only the detailed version of the report exports.

    1 vote
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  2. AP PO numbers

    Would it be possible when you open AP / voucher purchase order quick entry and start entering your PO number the system will keep adding the next purchase order ID

    NOTE - we have 2 different PO numbers so it cant be set in the system but if the system would continue once you put the PO number you want to start with. that would be great

    1 vote
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  3. check numbers on the Tracking ID report

    With the CARES Act grant application being compiled, we have to gather all of the purchase orders that are filed so that we can have them accompany the application. The only problem is that the tracking ID report does not have the option of requesting the check number to be on the report. Our Township files purchase orders by check number. This makes it difficult to gather all of the documents, a lot of manual work.

    1 vote
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  4. PDF of vendor checks written

    Each time a vendor check is processed in AP, I would like it to automatically create a file or attachment to the vendor detail. It would be great if there was a way to drill to it from the po/vendor detail.

    This would be helpful during audit time, when they want to see a copy of the check that was cut to the vendor. I would not have to waste a lot of time going back and pulling the actual paper copy.

    7 votes
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  5. Default encumbrance date/charge account based on Req/PO Prefix

    When entering a PO or Requisition line item, the system should default the encumbrance date and charge account year to the prefix year specified on the PO or Req #.

    12 votes
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  6. Blanket POs to list St. Contract No: Field for Threshold Counting

    Where a vendor has a blanket PO & multiple state and local contract where spending is both on and off contract throughout any given year, it’s challenging to total spending for threshold review. Allowing the St. Contract No: field as it’s entered on a requisition to appear on a PO detail report would allow one to see spending across a vendor and quickly see what is on and off contract.

    Per the attached image, we would like the St. Contract No: field data from the req and blanket to appear in a column for “Blanket Sub” rows on a PO…

    1 vote
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  7. Finance Parameter E-Mail Address

    Allow multiple e-mail addresses to be used in the Finance Parameter Maintenance- A/P- General. It would be very helpful if we could use more than one e-mail. The e-mail field applies to purchasing and accounts payable transactions. Purchasing e-mails include internal e-mails to managers to approve requisitions or external when a purchase order is issued. Accounts payable e-mails go out when we issue a ACH payment to vendors. The confusion comes from where the e-mail is sent, since we can only use one address.

    1 vote
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  8. Budget Export/Import - One Fund at a Time

    Please allow us to Export/Import Budget by Fund. It would be so much easier to work with one and only one fund at a time. I see we can get a "section" of expenses, but not one whole fund.

    8 votes
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  9. New Report - PO Listing with Detail Unit Price and Quantity

    I was trying to print a report on gas prices paid and there is not an existing report that will show the unit price and quantity in a purchase order report format. The only way to get that information is to access each PO individually and then manually create a report. We go through the process of inputting that information, it would be nice to be able to extract it.

    2 votes
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  10. more reporting capabilities for AP

    I would like to see more reports for Accounts Payable similar to the utility custom reports. Currently, it is very hard to find any vendor information without knowing the exact vendor beginning letters. It would be so helpful to search on partial vendor name - anywhere in the vendor name, not just the beginning letters.
    I would also like to search on: other options available in the vendor maintenance screen, requisition screens, and purchase order screens.

    3 votes
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  11. Add invoice number to check register and check payment batch verifcation listing

    Please add the invoice number to the check register and check payment batch verification listing.
    I would like to be able to pull a check register and tell a vendor the invoices paid on that check.
    Adding the invoice number to the check payment batch verification listing would be a double check for accuracy.

    2 votes
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  12. Allow me to duplicate journal entries like I can duplicate purchase orders

    If I have a huge journal entry that needs to be reversed or repeated and it is not a recurring journal entry, please allow me to duplicate the journal entry. It should not be difficult to program this because we already have the ability to pull up a journal entry by reference number. I imagine that if we have a reference number, we should be able to duplicate the journal entry to use again. This would save the user some time. Please seriously consider this idea.

    18 votes
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  13. Vendor Listing

    Need to create a vendor listing report for new vendors added during a specific date range.

    9 votes
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  14. When printing financials, should be able to suppress the Class IDs, so accounts appear in their proper order, regardless of Class ID

    I assigned a CASH Class ID to all cash accounts. When I print the Balance Sheet, the Cash accounts appear separately, after all the other assets, which is confusing. Same thing for Income Statement.

    1 vote
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  15. Interest should be divided evenly among projects in Escrow Fund

    We needed to create a new Escrow Fund to hold Stormwater Maintenance Guarantees. Since these funds will be held indefinitely, we are holding them in an interest-bearing account. We need to be able to easily distribute the interest evenly among the projects, without having to calculate the interest manually and posting it individually to each project.

    2 votes
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  16. Attachments in Requisition and PO modules

    It would be very nice if an attachment in the Requisition Module would carry over to the PO Module. It can't be viewed in PO Module - you have to pull up the Requisition to view. It takes a lot longer because we have different people approving Reqs & P.Os. Thanks!!

    7 votes
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  17. vendor email

    Vendor Email Address needs a larger field to accompany all email addresses, as well as the ability to send remittances to multiple email addresses per vendor.

    3 votes
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  18. Escrow replenishment

    I would like to be able to send a replenishment letter at a certain balance (below $1,000) to replenish to a certain balance ($5,000). As it is now, we send a letter at the minimum balance to bring it back to the minimum balance (which may be a replenishment of $100). I think it will streamline the process.

    1 vote
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  19. Attach back up to the budget transfers/amendments

    When entering budget transfers or amendments, it would be helpful to be able to attach documents. This would be helpful because it would allow other users to be able to look at the attachment to determine why the amendment or transfer was done.

    13 votes
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  20. Department field needs to be added when running budget reports.

    There is no option to include the department names when running finance reports. We need to be able to quickly identify the department when running budget reports. We spend too many hours identifying departments. For instance, when we run a budget report and want to identify which department had expenditures for let's just say 100 rakes. We cannot identify the department unless we look at the account number (in a spreadsheet someone created) and scroll through a list of account numbers to identify the department. This is very time consuming when there could be a field added in Edmunds to…

    2 votes
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